+34.2%
ECHO vs SEI
+18.6%
+15.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -16.9% | +13.7% | -0.1% |
| 7D | +4.6% | -16.4% | +21.0% | +7.7% |
| 30D | +0.4% | -22.9% | +23.3% | +4.6% |
| 3M | +7.7% | -0.3% | +8.0% | +7.2% |
| 6M | -18.0% | -22.3% | +4.3% | -16.6% |
| YTD | -9.3% | +26.2% | -35.4% | -11.9% |
| 1Y | +34.2% | +8.2% | +26.0% | +29.9% |
| All | +34.2% | +18.6% | +15.6% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SEI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling